Unclaimed
Stacy Gonnering is a financial advisor with Thrivent Investment Management Inc. Stacy has been in the industry since 2001 and has experience with various firms including CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, NATIONAL PLANNING CORPORATION, and INVESTMENT CENTERS OF AMERICA, INC. Stacy holds Series 63, 66 and 7 licenses as well as the SIE exam. Stacy has a strong track record of helping individuals and families achieve their financial goals. Stacy is committed to providing personalized financial advice and guidance to her clients. Stacy is registered to provide investment advice in several states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
04/30/2024 - Present
Thrivent Investment Management Inc. (Appleton WI)
IL
07/06/2005 - 10/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/07/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
12/08/2003 - 04/08/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
12/11/2001 - 04/08/2004
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
11/30/1999 - 03/24/2004
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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